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![long_equity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478425805944500228.png) Long Equity [@long_equity](/creator/twitter/long_equity) on x 64.5K followers
Created: 2025-06-30 23:17:08 UTC

June's factsheet

Still no change to the portfolio

Top performers: KLA Corp and Applied Materials

Weighted FCF ROC = XX%
FCF CAGR = XX%
FCF yield = XXXX%

![](https://pbs.twimg.com/media/GuukyucWEAAlQuK.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939825558440833076/c:line.svg)

**Related Topics**
[applied](/topic/applied)
[kla corp](/topic/kla-corp)
[stocks technology](/topic/stocks-technology)
[$amat](/topic/$amat)

[Post Link](https://x.com/long_equity/status/1939825558440833076)